Shivam Lal

[Forge Physique @ForgePhysique]

📷📷Brutal Core Workout

[Hemant Mohapatra @MohapatraHemant]

The curse of discipline is that every day looks the same. The curse of indiscipline is that every year does.

[Burak Finance @burak_finance]

5 Reasons to Short $NBIS

• Goldman just increased to 10.5%
• Nvidia already owns nearly 10%
• $46B in multi year contracts
• Q1 revenue up 684%
• Guiding $7-9B ARR by year end

Clearly the smartest thing to do.

[Paradis Labs @ParadisLabs]

Roundhill are launching Neocloud ETF today.

Top 5 holdings:
1. $NBIS | 30.83%
2. $CRWV | 27.30%
3. $IREN | 7.72%
4. $HUT | 6.32%
5. $WULF | 4.97%

Curious to see if this becomes as popular as $DRAM over the coming months!

[Bull Theory @BullTheoryio]

🇺🇸 President Trump just now:

1. New peace deal negotiations with Iran will start on Monday afternoon.

2. Deal on Strait of Hormuz is coming.

3. U.S. intervention in Yen was a signal of friendship with Japan

[Shivam Lal @shivamlit]

@IndiaPostOffice

My mother, a Post Office agent, has been unable to access the DOP Agent portal today. Due to this, she cannot submit RD deposits, and today is the last day of the month.

Why is the portal down, and when will it be restored?

[Bill Brooklyn @BillBrooklyn10]

President Trump quite literally just gave you a guide how to become rich off the stock market in 2026…

Last time he did this was with:

~ $MU at $296 which ran +211.13% to $920+
~ $DELL at $118 which ran +270.76% to $437+
~ $APPL at $246 which ran +35.37% to $333+

Now he’s telling you to buy these 3 stocks.

$AVGO at $380 It is expected to rise to $518 by the end of 2026.
$AMD at $521 It is expected to rise to $600 by the end of 2026.
$NVDA at $206 It is expected to rise to $255 by the end of 2026.

Don’t miss these next runners…

If you are not following us with notifications turned on, you might miss our next alerts.

[Shivam Lal @shivamlit]

@InTheAssembly Looks like fallling knife

[Shivam Lal @shivamlit]

Amen

[Noah @antibearthesis]

$NOW will beat estimates, raise guidance, and gap to $137 after earnings tomorrow.

Bookmark this.

[AskLivermore @asklivermore]

Goldman Sachs is profitable 94% of all trading days. Out of 251 trading days in 2025, they only lost money on 15.

8-year average: 88.8%.
Even in 2022, the worst year for markets since 2008, they still won 85% of the time.

Always follow what Goldman Sachs $GS is doing.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC, disclosed a 5.6% stake in Nebius $NBIS. Aschenbrenner has been a major believer in the neocloud theme, previously building positions in CoreWeave and IREN, and has now added Nebius to the fund as $NBIS hit all-time highs after hours.

2. Starting on July 4, every American newborn will be eligible to receive $1,000 to invest in the stock market, according to The Wall Street Journal. The program would give children an early start in building long-term wealth through market exposure from birth.

3. $META Meta is getting into the AI subscription game, expanding paid subscriptions globally across Instagram, Facebook, and WhatsApp while testing new AI, creator, and business plans under the “Meta One” brand. Consumer plans are expected to start around $2.99 to $3.99 per month, while Meta is also testing AI tiers at $7.99 and $19.99 per month, with the higher tier offering more capacity for complex prompts, deeper reasoning, and increased image and video generation. It looks like Zuckerberg is starting to position subscriptions as Meta’s next major revenue stream beyond advertising.

4. $HOOD Robinhood is officially entering the agentic era, launching Agentic Trading and an Agentic Credit Card that let users connect AI agents to Robinhood through MCP servers so agents can trade or make purchases on their behalf. Agentic Trading will operate through a separate account, meaning the agent only has access to the money users deposit there, with push notifications and real-time activity and P&L tracking. The Agentic Credit Card will let an AI agent spend through a dedicated virtual Robinhood Gold Card with user-set spending limits, optional manual approvals, expense tracking, and 3% cash back.

5. Marvell $MRVL reported Q1’27 revenue of $2.42 billion, beating estimates of $2.40 billion and rising 28% year-over-year, with adjusted EPS of $0.80 versus estimates of $0.79. For Q2, Marvell guided revenue to $2.7 billion versus estimates of $2.6 billion, implying 35% year-over-year growth, with adjusted EPS expected between $0.88 and $0.98 versus estimates of $0.90. The company also raised its fiscal 2027 revenue outlook to nearly $11.5 billion and projected fiscal 2028 revenue of $16.5 billion, driven by strong AI and data center demand.

6. Dell $DELL won a five-year, roughly $9.7 billion Pentagon software agreement to provide Microsoft enterprise software across the U.S. military. The deal covers $MSFT Microsoft 365, cloud subscriptions, and on-prem licensing through a single contract vehicle, with Pentagon officials expecting the consolidation to reduce duplicate software spending and save about $422 million annually.

7. Top 10 options by contracts traded today were $NVDA with 3.4M contracts, $TSLA with 3.1M, $META with 1.0M, $MU with 1.0M, $AAPL with 1.0M, $AMZN with 788K, $IREN with 667K, $MSFT with 541K, $NOK with 511K, and $PLTR with 389K.

8. The U.S. military has reportedly carried out new strikes on an Iranian military site that officials said posed a threat to U.S. forces and commercial shipping in the Strait of Hormuz, according to Reuters. U.S. forces also intercepted multiple drones launched from Iran. Faytuks Network reported that the operation took place in Bandar Abbas, with an official saying the U.S. will act to safeguard its regional interests and that the action does not affect the ceasefire.

9. Amazon $AMZN just announced a new deal with Snowflake $SNOW for its agentic computing chips. Snowflake plans to pay Amazon $6 billion over the next five years, while $SNOW shares jumped 30% after hours following a double beat on revenue and EPS.

10. A Google $GOOGL engineer has been charged in a $1.2 million Polymarket case after federal prosecutors alleged that Michele Spagnuolo used confidential Google “Year in Search” data to bet on Google-related prediction markets before the information was public. Prosecutors say he traded under the name “AlphaRaccoon,” accessed internal Year in Search data, and risked about $2.75 million across roughly 25 outcomes, including the most-searched person of 2025. After Google released the results, the account allegedly made about $1.2 million in profit.

11. During President Trump's cabinet meeting today, Trump said the Strait of Hormuz will remain open to everyone, calling it international waters and saying the U.S. will watch over it. On Iran, Trump said he is “not satisfied yet” with the current deal, adding that Iran is “negotiating on fumes” and is intent on reaching an agreement, but that talks are “not there yet.” He also said the U.S. is not discussing sanctions relief, would not be comfortable with Russia or China taking Iranian uranium, and will “keep control of Iran’s money.”

12. Reddit $RDDT is rolling out its native Shopify $SHOP integration globally, letting merchants connect their Shopify storefronts to Reddit Ads with quick setup, codeless Reddit Pixel tracking, and automated product catalog syncing. Reddit says its users are 62% more likely than the average American to be daily shoppers, while TransUnion research found Reddit delivers more than 2x the incremental ROAS of the average media plan in North America, returning $12.52 for every $1 spent.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Priyanshu @that_tallguy_1]

My friend made 1 crore last month.
He is 26
No IIT. No IIM. Engineering dropout.
First salary: 24k.
Last month: 1 crore.
What changed?
He stopped looking for jobs.
And started selling his dad's land.

[GURGAVIN @gurgavin]

JUST IN: ALL THE TOP INVESTORS IN THE WORLD JUST UPDATED THEIR PORTFOLIOS

HERE’S EXACTLY WHAT THEY’RE HOLDING AND HAVE BEEN BUYING 🧵⬇️

[Trisha Singh @TrishaSing1084]

URGENT 🚨
My father (49) is fighting for his life in ICU on ventilator at Yashoda Hospital & Research Centre, Ghaziabad since a month after a severe heart attack.

We have exhausted all our savings and running out of funds.
I need your help. Please read this thread. 🙏

[Shivam Lal @shivamlit]

@utsavamitendu @KotakBankLtd @KotakCares @udaykotak @anandmahindra Still no resolution

[Shivam Lal @shivamlit]

@utsavamitendu @KotakBankLtd @KotakCares @udaykotak @anandmahindra Kotak is worst. @KotakMF @KotakBankLtd

[Utsav Amitendu Agarwal @utsavamitendu]

Disappointed w/ @KotakBankLtd @KotakCares
Outward remitt. initiated on 27.04.26 still not credited after 20 days
TicketID #KOT00692569
Assured of resolution within 24hrs but no update for the last 5 days
Req. immediate resolution
#KotakBank #KotakRemit @udaykotak @anandmahindra

[The Assembly @InTheAssembly]

Yesterday almost 50 major US stocks hit fresh 52-week lows.

These are not small caps.

These are S&P 500 names that millions of retail investors own through their index funds.

Here is the full list, sector by sector:

[Gagandeep Singh Sapra @TheBigGeek]

“Taang tod doonga. 10 baje ke baad kitchen kholi toh dekh lena.”

The story starts again. Same pattern.

Police walk in and shut us down.
Refuse to take a complaint.
We employ 15 people per kitchen.
Jobs now at risk because we won’t pay a bribe.

Police that should protect us are hurting us.

🎥 https://t.co/rRXMGXN22r

@CPDelhi @LtGovDelhi @PMOIndia @dcp_southwest @CMODelhi @FinMinIndia